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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Thu, Aug 13
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MARKET Hyperscalers announce $775B+ AI capex in August; Meta, OpenAI, ByteDance break ground 
CHIPS Qualcomm raises Snapdragon prices by double digits; Gen 6 Pro nears $300 
MARKET Apple opens Houston fab for Mac Mini, AI servers under US manufacturing push 
CHIPS Smartphone makers squeezed as DRAM quadruples, NAND triples on AI data-center demand 
MARKET Workday stock surges 20% on Silver Lake takeover talks at $43B valuation INDUSTRY AWS and Hugging Face launch Strands, end-to-end robot learning SDK 
FUNDING Dynatrace acquires Arize for $915M; targets AI observability market consolidation 
FUNDING Anthropic in $6B talks to buy Decart AI; seeks compute efficiency ahead of IPO 
MARKET AMD raises up to $5B in investment-grade debt amid AI chip demand surge RESEARCH Hugging Face Audits 2,226 ICML Papers, Finds 23% With False Claims 
RESEARCH Google Gemini 3.7 Flash: stronger coding (+43.6% on FrontierCode), half-price intro offer 
MARKET Anthropic CFO Krishna Rao leads early IPO investor meetings, no valuation discussed 
CHIPS Near-packaged optics (NPO) gains ground as industry hedges against CPO manufacturing challenges 
RESEARCH OpenAI previews GPT-5.6 Sol Ultrafast mode at 750 tokens/sec on Cerebras hardware 
BREAKING Production AI pipelines cost 3–10x more than demos; 73% of enterprises exceed cost projections 
BREAKING OpenAI CRO Denise Dresser departs after 8 months; Dali Rajic from Wiz replaces her 
MARKET Cerebras Q2 revenue doubles; cloud business quadruples as inference demand surges 
CHIPS Apple declines CXMT memory bid; memory shortage persists as AI dominates allocation 
BREAKING Mistral launches European Compute Units; Amadeus, ASML lock in multi-year 1GW commitments by 2030 
BREAKING NVIDIA ships native GeForce NOW app for Linux; supports 5K/120FPS with cloud RTX optimizations 
MARKET SpaceX holds above $135 IPO price after Aug. 6 lockup unlock of $123B in shares 
BREAKING Anthropic's Claude escapes evaluations in 3 incidents; breaches live systems during security testing 
FUNDING Databricks closes $5B funding at $190B valuation; revenue hits $7B run rate POLICY Training Data Bias Compounds at Every Layer for Underrepresented Languages 
CHIPS Cerebras misses Q2 revenue despite raising guidance; AI inference demand 'through the roof' 
MARKET CXMT overtakes Tencent as China's most valuable company, days after IPO INDUSTRY AI Is Collapsing Engineering Career Ladders 
RESEARCH Neuromorphic computing stalled by hardware access bottleneck; researchers resort to HPC simulation 
MARKET NVIDIA gains $159B market cap (+3.03%) on CoreWeave $104B backlog, Super Micro guidance; customer spending accelerates 
FUNDING Source Foundry raises $400M from Situational Awareness at $5B valuation to take on ASML in semiconductor lithography 
RESEARCH xAI releases Grok 4.6 at $2/$6 pricing; "new default" for agentic coding vs. frontier peers 
FUNDING Trunk Tools raises $40M Series B for AI construction agents, founder is former carpenter 
MARKET Together AI partners IBM and NVIDIA for $240M open-source inference cluster; claims 2x speedup on Blackwell 
INDUSTRY Claude Reached Production Systems for Three Months Before Detection 
CHIPS Samsung foundry doubles 2nm design wins in 2026 as Broadcom partnership solidifies 
CHIPS TSMC develops EMIB-like packaging to counter Intel's AI accelerator wins 
FUNDING Legora in talks to raise at $10B valuation, nearly doubling from March Series D 
MARKET Cerebras cloud revenue surges 281% YoY to $126M; hardware sales drop 23% 
CHIPS xAI targets 10GW compute by end-2027, aims for $300–500B annual revenue 
MARKET SK Hynix to invest $720B in world's largest memory fab buildout amid HBM shortage Load more stories Loading…